Correlation
The correlation between BRSVX and VOO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
BRSVX vs. VOO
Compare and contrast key facts about Bridgeway Small Cap Value Fund (BRSVX) and Vanguard S&P 500 ETF (VOO).
BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRSVX or VOO.
Performance
BRSVX vs. VOO - Performance Comparison
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Key characteristics
BRSVX:
-0.17
VOO:
0.68
BRSVX:
-0.13
VOO:
1.06
BRSVX:
0.98
VOO:
1.15
BRSVX:
-0.18
VOO:
0.70
BRSVX:
-0.45
VOO:
2.65
BRSVX:
11.22%
VOO:
4.92%
BRSVX:
24.49%
VOO:
19.58%
BRSVX:
-67.58%
VOO:
-33.99%
BRSVX:
-17.14%
VOO:
-3.27%
Returns By Period
In the year-to-date period, BRSVX achieves a -8.17% return, which is significantly lower than VOO's 1.19% return. Over the past 10 years, BRSVX has underperformed VOO with an annualized return of 8.79%, while VOO has yielded a comparatively higher 12.85% annualized return.
BRSVX
-8.17%
6.06%
-16.33%
-4.15%
1.21%
19.73%
8.79%
VOO
1.19%
7.36%
-0.97%
13.13%
14.21%
16.06%
12.85%
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BRSVX vs. VOO - Expense Ratio Comparison
BRSVX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BRSVX vs. VOO — Risk-Adjusted Performance Rank
BRSVX
VOO
BRSVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Small Cap Value Fund (BRSVX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BRSVX vs. VOO - Dividend Comparison
BRSVX's dividend yield for the trailing twelve months is around 8.25%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 8.25% | 7.58% | 2.64% | 0.96% | 4.55% | 0.84% | 2.38% | 21.58% | 0.87% | 0.98% | 1.97% | 0.74% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BRSVX vs. VOO - Drawdown Comparison
The maximum BRSVX drawdown since its inception was -67.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRSVX and VOO.
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Volatility
BRSVX vs. VOO - Volatility Comparison
Bridgeway Small Cap Value Fund (BRSVX) has a higher volatility of 6.50% compared to Vanguard S&P 500 ETF (VOO) at 4.76%. This indicates that BRSVX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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